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| Provider | Service type | Compensation |
|---|---|---|
DICKINSON WRIGHT PLLC8+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1241472 | Actuarial | $204,209 |
SLEVIN & HART, P.C.8+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $136,763 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $99,037 |
LAZARD ASSET MANAGEMENT6 years Service code 28 1825 I ST NW · WASHINGTON, DC 20006 | Investment Management | $64,199 |
ERIC OLYNIK8+ years Service code 20 · EIN 26-6050508 | Trustee (individual); Direct payment ... | $45,000 |
Filed as: FRANK RAPPO Service code 20 · EIN 26-6050508 | Direct payment from the plan; Trustee... | $45,000 |
REYNOLDS CONSULTING SERVICES5 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $42,500 |
SAGE ADVISORY SERVICES6 years Service code 28 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78748 | Investment Management | $38,291 |
CALIBRE CPA GROUP PLLC6 years Service code 10 · EIN 47-0900880 | Accounting | $36,934 |
COSTAROTHBORT LLC8+ years Filed as: COSTAROTHBORT CPA LLC Service code 10 · EIN 46-5286678 | Accounting | $35,623 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -11.44% | -8.26%-3.2pp | -5.85%-5.6pp | 2.78%-14.2pp |
| Employer contribution / active EE | $12,015 | $12,543-4.2% | $31,839-62.3% | $15,276-21.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |